Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
RIA M&A Activity Set Record in 2024: DeVoe
By Michael S. FischerThe 272 announced transactions in the year, including 81 in the quarter, topped the 2022 mark.
January 28, 2025
Corient Acquires $10B Multi-Family Office in New YorkThe move reinforces the firm's presence in one of the nation’s largest wealth management markets.
January 24, 2025
Focus Partners Wealth to Buy $4.2B RIAThe deal with Seattle-based Merriman Wealth is the business unit's ninth acquisition over the past year.
January 14, 2025
Advisor360 Acquires Generative AI Tech DeveloperThe acquisition of Boston-based Parrot AI enables advisors to record, transcribe and summarize meetings.
January 09, 2025
Mariner to Buy $292B Cardinal Investment AdvisorsThe deal will more than double Mariner’s assets under advisement to $550 billion within the next three months.
January 08, 2025
Ex-Merrill Wealth Head John Thiel Launches RIAThe firm, Indivisible Partners, is already adding a $640 million advisory practice in New York.
January 08, 2025
Fisher Investments Completes $3B Minority Stake SaleNew backers include Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority.
January 06, 2025
Dynasty Names Raymond James Exec to Head Advisor TransitionsLindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and support.